Clark Wealth Partners’s M&T Bank MTB Stock Holding History

Clark Wealth Partners’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$477	Hold	2	–	–	﹤0.01%	529
2026 Q1	$414	Sell	2 -8	-80%	-$1.72K	﹤0.01%	570
2025 Q4	$2.02K	Hold	10	–	–	﹤0.01%	430
2025 Q3	$2.02K	Buy	+10	New	+$1.96K	﹤0.01%	430
2025 Q2	–	Sell	-12	Closed	-$2.15K	–	603
2025 Q1	$2.15K	Hold	12	–	–	﹤0.01%	362
2024 Q4	$2.26K	Buy	+12	New	+$2.38K	﹤0.01%	335

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clark Wealth Partners's MTB Position: Q2 2026 in Review

Clark Wealth Partners held its M&T Bank (MTB) position steady in Q2 2026 at 2 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Clark Wealth Partners first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Clark Wealth Partners held 2 shares of M&T Bank worth $477 as of Q2 2026.
Clark Wealth Partners left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #529 holding.
Clark Wealth Partners first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
Clark Wealth Partners's M&T Bank position peaked at $2.26K in Q4 2024.
1,100 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.